Foxhaven Asset Management, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Foxhaven Asset Management, LP reported 18 stock positions worth $4.1 billion. Its top holding was MercadoLibre (MELI) at 13.0% of the portfolio, followed by Amazon.com (AMZN, 11.9%) and Ferguson Enterprises (FERG, 8.2%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 1 and reduced 5. The biggest buy was a new position in Shopify Class A (SHOP) and the biggest sale an exit from Sherwin-Williams (SHW).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001590531
- Portfolio Value
- $4.1B (Q2 2025)
- SEC Filing
- 0001172661-25-003476 ↗ filed Aug 14, 2025
Holdings Value
Holdings 18 stocks · $4.1B
| MELI MercadoLibre Inc. | 12.99% | 206,067 | $538.6M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 11.93% | 2,254,255 | $494.6M | No change |
| FERG Ferguson Enterprises Inc. | 8.20% | 1,561,176 | $339.9M | No change |
| CPNG Coupang Inc. | 7.96% | 11,008,260 | $329.8M | No change |
| HLT Hilton Worldwide Holdings Inc. | 7.78% | 1,210,901 | $322.5M | No change |
| RBLX Roblox Corp. Class A | 7.62% | 3,001,281 | $315.7M | No change |
| MSFT Microsoft Corp. | 7.05% | 587,535 | $292.2M | No change |
| GOOG Alphabet Inc. Class C | 6.31% | 1,474,970 | $261.6M | No change |
| AFRM Affirm Holdings Inc. | 4.83% | 2,896,908 | $200.3M | Add +39.1% |
| DUOL Duolingo | 4.22% | 426,145 | $174.7M | Reduce -14.4% |
| SHOP Shopify Inc. Class A | 3.76% | 1,352,791 | $156.0M | New |
| SE Sea Ltd.-ADR | 3.66% | 949,050 | $151.8M | New |
| V Visa Inc. Class A | 3.32% | 387,672 | $137.6M | No change |
| TEAM Atlassian Corp. Class A | 3.29% | 671,890 | $136.5M | Reduce -8.6% |
| PYPL PayPal Holdings Inc. | 3.22% | 1,795,025 | $133.4M | Reduce -20.3% |
| BKNG Booking Holdings Inc. | 2.22% | 15,860 | $91.8M | Reduce -44.5% |
| AUR Aurora Innovation Inc. | 1.12% | 8,887,202 | $46.6M | No change |
| CART Maplebear Inc. | 0.51% | 466,979 | $21.1M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −3.71 |
| BKNG Booking Holdings Inc. | Reduce -44.5% | 2.22% | −1.79 |
| TEAM Atlassian Corp. Class A | Reduce -8.6% | 3.29% | −1.45 |
| PYPL PayPal Holdings Inc. | Reduce -20.3% | 3.22% | −1.24 |
| FWRG First Watch Restaurant Group | Sold out | 0.00% | −0.94 |
| DUOL Duolingo | Reduce -14.4% | 4.22% | −0.48 |
| MELI MercadoLibre Inc. | Reduce -4.3% | 12.99% | +0.23 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $3.7B | MELI, AMZN, GOOG, FERG, HLT |
| Q1 2026 | 14 | $3.2B | MELI, AMZN, HLT, FERG, GOOG |
| Q4 2025 | 16 | $4.1B | AMZN, MELI, CPNG, HLT, FERG |
| Q3 2025 | 19 | $4.0B | AMZN, MELI, CPNG, RBLX, FERG |
| Q2 2025 | 18 | $4.1B | MELI, AMZN, FERG, CPNG, HLT |
| Q1 2025 | 18 | $3.3B | AMZN, MELI, HLT, FERG, CPNG |
| Q4 2024 | 20 | $3.7B | AMZN, MELI, HLT, TEAM, FERG |
| Q3 2024 | 20 | $3.6B | MELI, AMZN, HLT, FERG, CPNG |
| Q2 2024 | 19 | $3.6B | AMZN, MELI, HLT, MSFT, FERG |
| Q1 2024 | 25 | $3.7B | AMZN, HLT, MELI, FERG, MSFT |